See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,791 | $112,881-88.7% | $90,951-85.9% | $158,922-92.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 8.11% | 215.79%-207.7pp | 134.60%-126.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $607 | $2,893-79.0% | $2,122-71.4% | $4,761-87.2% |
| Participant deferral / active EE | $1,412 | $4,128-65.8% | $3,373-58.1% | $5,982-76.4% |
| Admin fee / account holder | $3,389 | $8,041-57.9% | $5,959-43.1% | $11,246-69.9% |